Public & Private Philanthropy

The Hall & Wilcox Public and private philanthropy team brings together experts dedicated to providing a market leading service offering to the charity, not-for-profit and private philanthropy sector.

Our practice is built on the foundations of technical expertise, an active involvement in the sector (including through individual involvement in governance roles with public and private philanthropic organisations) and a multi-disciplinary approach to provide a seamless service.

Our capability in this area includes:

  • Tax, both at Federal level (ITEC/DGR endorsement, ATO and ACNC compliance and taxation planning around philanthropic giving, Fringe Benefits Tax and Goods and Services Tax) and State Level (stamp duty, land tax and payroll tax).
  • Private Client Advisory and Succession Planning, which is focused on enabling private philanthropic giving during a persons’ life (including through the establishment of Private Ancillary Funds) and as part of a broader succession planning strategy (including making provision for philanthropic gifts in wills).
  • Corporate Affairs and Governance, covering the Corporations Act (including the formation and regulation of public companies limited by guarantee and the statutory obligations of directors), state law relating to incorporated and unincorporated associations and the fiduciary obligations of trustees.
  • Commercial and Transactions, including trade practices and consumer protection legislation (including State Fundraising Licencing), M&A, organisational restructuring, significant asset acquisition or divestment and winding-up.
  • Employment, including remuneration package structuring (in light of the specific FBT rules that apply to some sector participants) and entering and terminating employment arrangements.
  • Property, including leasing, property acquisition and disposal and dealing with planning, land use and valuation issues and disputes.

Our team have advised private philanthropists, corporates, boards, charitable and philanthropic institutions and other not for profits on a range of matters involved in the establishment and ongoing management trusts and funds.

Key contact

Frank Hinoporos the Hall & Wilcox Tax team. He advises on direct taxes, international structuring and taxation disputes.

Our team

Tax lawyer Jacqueline has extensive litigation experience acting for multinationals, enterprises and individuals.

William Moore

Partner & Head of Private Clients Advisory

William specialises in helping clients work through their personal and business succession planning and achieve their goals.

Related thinking

Public & Private Philanthropy| 24 Mar 2020

COVID-19 and charities – impacts and government relief

The COVID-19 pandemic has the potential to overwhelm Australia’s charity and not-for-profit (NFP) sector. As the economy dips and times get tougher for more and more Australians, our pro bono team outlines the expected consequences for charities and NFPs.